ERP migration checklist: the complete step-by-step guide
Discover the ERP migration checklist with 40+ steps for data cleansing, testing, go-live, and adoption. Reduce risks and ensure a smooth ERP...
An editorial look at Dynamics 365 resellers serving Arizona, with evaluation criteria, local partner benefits, and selection tips.
Dynamics 365 projects tend to be high-impact: they touch revenue operations, customer service, finance, and day-to-day reporting. For Arizona organizations, the stakes are often amplified by fast growth in metro areas like Phoenix and Tucson, distributed teams across the state, and industry-specific requirements (construction and real estate, healthcare, manufacturing, professional services, public sector, and higher education). Choosing a Dynamics 365 reseller or partner isn’t just about software procurement—it’s about finding a team that can translate business process into configured workflows, data models, security roles, and integrations that hold up over time.
A capable Microsoft reseller/partner can help you avoid common pitfalls: mis-scoped implementations, licensing surprises, insufficient data migration planning, and low user adoption. They can also help you decide when to use Dynamics 365 apps (Sales, Customer Service, Field Service, Finance, Supply Chain Management, Business Central) versus the broader Power Platform (Power Apps, Power Automate, Power BI) and Microsoft 365 collaboration capabilities. In practice, Arizona buyers often look for a partner that can operate like an extension of internal IT and operations—especially when resources are lean.
The list below is intended as an editorial starting point for researching Dynamics 365 resellers and Microsoft partner resources relevant to Arizona. It is not a ranked order, and buyers should validate current capabilities, credentials, and local coverage during selection.
A Microsoft reseller or partner helps organizations purchase, implement, and support Microsoft products. In the Dynamics 365 context, this can range from licensing assistance to full lifecycle delivery. Many partners combine CRM/ERP consulting with technical services and change management, because success depends on people and process as much as platform configuration.
Typical responsibilities include:
Licensing guidance and procurement. Dynamics 365 licensing can be complex, with different app entitlements, attach licenses, team member options, and add-ons. Resellers can help align license types to roles and avoid overbuying.
Requirements discovery and solution design. Partners often run workshops to map current-state and future-state processes, define entities and data flows, and establish security and audit requirements.
Implementation and configuration. This may include setting up Dynamics 365 modules, creating automation, building dashboards, configuring business rules, and establishing environments and ALM practices.
Integrations and data migration. Many Arizona deployments require integration with accounting tools, e-commerce systems, marketing platforms, or custom line-of-business apps. Partners may also design data migration and cleansing plans.
User adoption and training. Training, role-based documentation, and change management planning are often decisive factors in go-live success.
Ongoing support. Post-go-live services can include enhancements, managed services, release management for Microsoft updates, and governance for the Power Platform.
Because the provided research data is limited, this list is framed around well-known partner discovery resources and reseller categories that Arizona organizations commonly use to build a shortlist. The goal is to highlight where to look and what to validate, rather than to make performance claims.
Relevance to Dynamics 365 buyers: Whether the company or directory is commonly used to find Dynamics 365 implementation and licensing support.
Ability to serve Arizona: Indications of coverage in Arizona or the Southwest and suitability for hybrid delivery (remote plus on-site when required).
Lifecycle support: Whether buyers can typically expect help across assessment, implementation, and ongoing optimization—not only license resale.
Transparency signals: Clear service descriptions, discoverable focus areas, and the ability for buyers to compare providers using consistent information.
Fit for different organization sizes: Options relevant to SMB, mid-market, and enterprise Dynamics 365 programs.
Regardless of which provider you contact, the best next step is a structured discovery call that tests depth in your module, your industry, and your integration landscape.
The entries below include partner directories and resellers that Arizona organizations may encounter when researching Dynamics 365 support. They represent different ways to find and engage Microsoft partners: through official Microsoft resources, third-party directories, and direct reseller relationships.
Gestisoft is a Microsoft reseller that organizations may consider when looking for Microsoft business application support, including Dynamics 365 licensing and project guidance. For many buyers, a reseller relationship becomes valuable when it provides continuity: someone who can explain licensing implications as your user base changes, help you interpret Microsoft’s product updates, and coordinate support pathways when issues span multiple Microsoft services.
For Arizona teams evaluating Gestisoft (or any similar reseller), useful due diligence questions include how the provider approaches discovery and requirements validation, whether they can support implementation or coordinate with an implementation partner, and how they manage ongoing improvements after go-live. If your organization expects significant process change—for example, standardizing sales stages, implementing customer service SLAs, or connecting ERP data to reporting—it’s also worth asking about their approach to training, governance, and documentation.
Microsoft’s own partner directory is often the most direct way to find providers aligned to Dynamics 365 and related solution areas. While the directory is not a reseller itself, Arizona buyers use it to confirm partner status and to locate partners by geography and specialization. It can be a helpful cross-check if you’re comparing multiple options sourced through referrals or third-party listings.
When using the Microsoft directory, focus on partners that clearly state experience in the Dynamics 365 apps you care about (CRM, ERP, customer service, field service) and that can discuss delivery methodology. Ask potential partners how they handle environment strategy, security roles, and release management, since Microsoft’s cloud cadence requires ongoing attention after the initial deployment.
Cloudtango publishes lists of Microsoft partners, including providers that market services in Arizona. For Dynamics 365 buyers, it’s useful as a way to generate a shortlist quickly and identify firms that position themselves around Microsoft cloud services, consulting, and managed support. While not Dynamics-specific in every case, it can help you locate partners that combine Microsoft licensing with broader implementation capabilities.
Arizona organizations often use directories like Cloudtango early in the process, then narrow the list through interviews and reference checks. If you start here, make sure to ask how each partner handles Dynamics 365 data migration, integration patterns, and user adoption planning—areas that tend to drive timeline and cost more than core configuration.
Elioplus is a partner directory that helps buyers find Microsoft resellers and service providers, including listings associated with Phoenix. For organizations that want to compare multiple providers quickly, a directory can offer an efficient way to identify partners who advertise relevant services and to gather initial contact information.
For Dynamics 365 programs, treat directory entries as a starting signal rather than proof of fit. During vetting, ask potential partners about module depth (for example, Dynamics 365 Sales versus Customer Service versus Business Central), their approach to solution architecture, and how they’ll align automation and reporting to your business KPIs.
Many Arizona organizations implement Dynamics 365 first on the CRM side—typically Sales, Customer Service, or Field Service—to standardize pipeline management, customer interactions, and case handling. Partners that specialize in these modules often bring structured practices for configuring entities, business rules, security roles, and service routing, as well as connecting Dynamics to Outlook, Teams, and SharePoint.
When evaluating a CRM-focused reseller/partner, ask about their approach to data quality and reporting. CRM value tends to rise or fall on whether the system captures reliable activity, pipeline stages, and customer history. Also validate how they enable adoption: role-based training, mobile usability for field teams, and clear governance around customizations.
On the ERP side, Dynamics 365 implementations can involve deeper operational change, especially around finance, inventory, purchasing, and order-to-cash processes. Partners that focus on ERP typically provide more intensive discovery and testing disciplines, because small configuration decisions can have downstream effects on accounting and reporting.
Arizona businesses considering ERP partners should ask about their experience with chart of accounts design, approvals and segregation of duties, audit trails, and integration patterns with payroll, banking, e-commerce, or warehouse systems. It’s also prudent to discuss environment strategy and how updates will be managed after go-live, since ERP systems need stable change control.
Dynamics 365 rarely operates alone. Many successful deployments in Arizona pair Dynamics with the Power Platform for workflow automation, lightweight apps, and analytics. Partners in this category may help design Power Automate flows, Power Apps for specialized user experiences, and Power BI reporting that turns Dynamics data into operational insight.
If you expect significant automation or custom apps, evaluate a partner’s governance approach: environment strategy, DLP policies, connector controls, solution packaging, and ALM practices. These controls help prevent a fast-moving build phase from turning into long-term sprawl and maintenance risk.
Some organizations prefer a managed services model after launch, especially if they don’t have dedicated Dynamics administrators. MSP-style partners can provide ticket-based support, minor enhancements, monitoring, and periodic optimization, often alongside broader Microsoft 365 and Azure support.
For Arizona buyers, the key questions are operational: SLAs, support hours, escalation procedures, and how the provider handles Microsoft’s release cadence. You’ll also want to understand how change requests are estimated and approved, and whether there’s a clear boundary between break/fix work and project work.
Vertical expertise can matter as much as technical depth. In industries common in Arizona—healthcare, financial services, manufacturing, construction, and public sector—there may be specialized requirements for auditing, data retention, role separation, or workflow approvals. Partners with experience in your domain may reduce the time spent translating requirements and can help you avoid rework during testing and compliance review.
Ask industry-aligned partners for examples of similar deployments, how they configured security and reporting, and what they did to support long-term maintainability. In many programs, the biggest cost isn’t the initial build—it’s the cumulative cost of poorly governed customizations.
Dynamics 365 often needs to connect to other systems: legacy ERPs, data warehouses, identity systems, or line-of-business applications. Partners with Azure integration experience can help design reliable interfaces using services like Azure Logic Apps, Azure Functions, or event-driven patterns. This is especially relevant for Arizona organizations with multiple subsidiaries, acquired systems, or complex reporting needs.
When evaluating this type of partner, ask how they approach identity, secrets management, logging, and integration monitoring. Also confirm ownership: who supports integrations after go-live, and how failures are detected and resolved. Reliable integration operations are usually a prerequisite for user trust in Dynamics data.
Local presence can be helpful in Dynamics 365 projects because so much value is tied to process alignment. Workshops with operations, finance, sales, and service teams can move faster when stakeholders can meet in person, whiteboard requirements, and agree on data definitions. For Arizona organizations with multiple sites or regulated environments, local partners can also be better positioned for on-site validation, training, or go-live support when remote delivery isn’t enough.
Local knowledge can also reduce friction in planning. Partners familiar with Arizona business conditions may better anticipate scheduling constraints, staffing patterns, and connectivity realities in rural areas. Still, local should be treated as a supporting factor rather than a substitute for module expertise, integration capability, and a mature delivery methodology.
Choosing a Dynamics 365 reseller or partner is easier when you separate your needs into three buckets: licensing, implementation, and ongoing operations. Some providers cover all three; others focus on one area and coordinate with specialists. Your job is to find the model that reduces risk for your team.
Practical steps for Arizona buyers include:
Start with your module and scope. Be clear about which Dynamics apps you’re implementing and which processes are in scope. A partner strong in Sales may not be the right fit for ERP-heavy work, and vice versa.
Ask for a discovery-first approach. Partners should be willing to validate requirements, define success metrics, and map integrations before committing to a fixed plan. This is often where project risk is reduced.
Validate licensing recommendations. Request a role-based licensing matrix and ask what happens as your organization grows or adds modules. This can prevent expensive midstream changes.
Test integration and data migration depth. Ask how data will be cleansed and validated, how integrations will be monitored, and who owns post-go-live support for those connections.
Confirm governance and security. Look for clear practices around environments, solution packaging, admin roles, and audit logging. This is especially important if you plan to extend Dynamics with Power Apps and automations.
Plan for adoption. Ask how training is delivered, how power users are enabled, and what the partner does to maintain momentum after go-live. Adoption is often the difference between a functional system and a valuable one.
Finally, request references that match your profile: similar size, similar modules, similar complexity. In Arizona, it can also be helpful to ask whether the partner can support occasional on-site work if needed for workshops or go-live periods.
Dynamics 365 can unify customer and operational data, streamline processes, and improve visibility—but only if the implementation and ongoing management are aligned to how your organization actually works. For Arizona businesses, the right reseller or Microsoft partner can help clarify licensing, reduce deployment risk, and build a sustainable governance model for continuous improvement.
Use the resources and reseller options above to build a shortlist, then validate fit through module-specific questions, integration planning, security and governance discussions, and references. A deliberate selection process is often the most cost-effective decision you can make before a Dynamics 365 project begins.
Discover the ERP migration checklist with 40+ steps for data cleansing, testing, go-live, and adoption. Reduce risks and ensure a smooth ERP...
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